Investment Team

 
  • Nohemy Montes, JD

    Nohemy Montes, JD

    President, JURIS DOCTOR, Financial Planner

  • Stanley R. Smiley, Esq.

    Stanley R. Smiley, Esq.

    Estate and Tax Planning Team

  • Juliet A. Hendrickson, Esq.

    Juliet A. Hendrickson, Esq.

    Estate and Tax Planning Team

  • David Montes

    David Montes

    Project Manager and Business Consultant

  • Sheila Kaul

    Administrative Assistant

  • Roxanna Basetvat

    Roxanna Basetvat

    Advanced Planning Team